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EWSC

TCWP’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

TCWP’s Portfolio EWSC Stock Details EWSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-465
Closed -$37K – 1924
2022
Q1 		$37K Buy
+465
New +$37.4K 0.01% 551

Other funds holding EWSC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

TCWP's EWSC Position: Q2 2022 in Review

TCWP sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q2 2022, closing a stake of 465 shares — an estimated $37K sold.

TCWP first reported a position in EWSC in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 22 funds tracked by Wall St. Rank hold EWSC as of Q2 2022.

  • TCWP reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 465 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q2 2022, an estimated $37K.
  • TCWP first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $37K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.